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Technology Stocks : Osicom(FIBR) -- Ignore unavailable to you. Want to Upgrade?

To: David Pawlak who wrote (6454)	4/14/1998 11:33:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 10479

<< I never guarenteed that Brooks would deploy >> It was implied. Picky picky picky. Now you are saying they are going to buy some units. Your original statement was: "I'll make this little bet with you. If Brooks doesn't deploy Osicom's Gigamux into their network within the next 3 months, I will disappear from this thread. If they do deploy, you will disappear" Is deploy the same as sales? I think not. I'm sure you will claim that units deployed for trials are technically deployed. Like I have said before, you can't just take what management says at face value with this company. You have to read into what they are saying. Are they saying deployment for trials or deployment in the network carrying live traffic after trials are completed? Technically they might not be lying if they say deployed and it is deployed for trials. Deployed is a generic word and can mean a lot. Technically management of this company is sneaky and you can't trust what they say. They tried to con everyone into believing that NASA was interested in testing their Gigamux for purchase. We find out later that NASA is just testing the units with no current intentions of purchasing it and for all we know FIBR is probably giving them price concessions on other products in exchange for the tests. Osicom may sell some evaluation units within 3 months. Big deal. Osicom may unload some Gigamux's at below cost so they can add one more name to their distinguished list of customers and name drop some more. I'm sure Osicom can find some big name customers that will lend out their name if Osicom practically gives the stuff away. They are just the company to do it. That is why you see gross margins in the 30% range when management has been promising a move to 50% for a long time.

To: David Pawlak who wrote (6454)	4/14/1998 1:16:00 PM
From: bill banks	Respond to of 10479

dave, isn't it time to thank the likes of graig, market-mover, and the likes including the now obscure b. pain for they have been able to supply us with an endless supply of amateurs to which we can play against. they forget that fibr started the year at 2 1/8, that the net+arm is worth more than the whole co. today, that the products are working their way to market, that they were the ones crying foul when there were a bevy of news releases and now are crying foul for the lack thereof. the tape has not lied, i posted a few weeks ago that the shares would likely fall to the 3 3/4 area and if they held without 3 1/2, then that would be a decent spot to buy, so far so good, but the game is not over yet. let them be day traders, i buy low and wait to sell high once what i am looking for comes to pass. we will see, but please spend your time on positive work and treat these mutts accordingly